Sean Whelan is a registered investment advisor at Brandon Hill Wealth Management, LLC, based in Katonah, NY, with 39 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 19 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
Katonah, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Brandon Hill Wealth Management, LLC
Previous Registrations
Sg Americas Securities, LLCBroker
Rbs Securities INC.Broker
Deutsche Bank Securities INC.Broker
UBS Securities LLCBroker
Lehman Government Securities INC.Broker
Lehman Special Securities INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
L. F. Rothschild & CO. IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.